About this role
At Univest, we believe strong compliance is the foundation of trust. We’re looking for a detail-oriented and experienced Trust Compliance Officer to help lead and strengthen our Trust Department’s Compliance Management Program. In this role, you’ll partner with leaders, regulators, auditors, and internal committees to support sound practices, manage risk, and help ensure we continue doing business the right way. If you’re a compliance professional with trust company experience and a passion for building strong, effective programs, we’d love to hear from you. Apply today and take the next step in your career with Univest.
Responsibilities
Responsible for developing, implementing, and administering all aspects of Univest Bank and Trust Co.’s (“Univest”) Trust Department Compliance Management Program
Develop, review and maintain the Trust Department’s compliance policies and procedures
Conduct regular compliance risk assessments
Regularly test and monitor the effectiveness of compliance controls; manage third-party compliance testing as applicable
Prepare testing and oversight reports for the Chief Compliance Officer and the Chief Risk Officer of Univest
Serve as the Trust Department’s liaison with regulators and auditors
Serve as a member of the Trust Department’s Trust Committee and the Discretionary Distribution and Real Estate, Fee and Acceptance, and Investment Committees
Remain current with regulatory changes, supervisory guidance, expectations, and industry landscape
Responsible for developing, implementing, and presenting the Trust Department’s Compliance Training Program
Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.
Perform other duties and projects as assigned.
Qualifications
Bachelor’s degree in a related field
Minimum of 5-7 years of experience in a trust company compliance role (Trust Compliance Officer experience preferred)
Strong working knowledge of state and federal rules and regulations for a trust company
Demonstrated experience with state and federal regulatory trust company exams and working knowledge of related procedures and requirements
Effective verbal and written communication skills
Strong time management, organizational, diagnostic, critical thinking, presentation, and relationship development skills
Proficient in Excel, Word, PowerPoint, and Outlook
Wage Range:
The salary for this position ranges from $90,000 to $125,000
Benefits Overview:
Univest offers a comprehensive benefits package that includes:
- Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
- Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
- Paid Time Off (PTO): 20 days annually
- Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service
- Holiday Time Off: 11 paid holidays
- We offer company paid life insurance: as well as other supplemental insurances
- Tuition reimbursement
- Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
- Discounts: on loan products
- Professional development trainings
Click here for Benefit Information
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An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.
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